MVIP

Mar Vista Investment Partners Portfolio holdings

AUM $1.31B
1-Year Est. Return 22.28%
This Quarter Est. Return
1 Year Est. Return
+22.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1 +$61.9M
2 +$25M
3 +$24.4M
4
MTD icon
Mettler-Toledo International
MTD
+$23.9M
5
CMCSK
COMCAST CORP SPL A (NEW)
CMCSK
+$17.6M

Top Sells

1 +$72.2M
2 +$41.6M
3 +$38.3M
4
AAPL icon
Apple
AAPL
+$20M
5
TMO icon
Thermo Fisher Scientific
TMO
+$19M

Sector Composition

1 Technology 18.17%
2 Industrials 15.98%
3 Communication Services 12.2%
4 Financials 10.62%
5 Consumer Staples 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-24,751
52
-1,007,669
53
-170,523
54
-456,159